Configuration enhancements for timeline in the new form designer


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Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Apr 5, 2021

Business value

The timeline configuration experience enables the timeline to show a customer’s history across cases, accounts, or contacts. This experience gives administrators the ability to configure the information displayed in each timeline to help agents have the best understanding of the customer’s history so they can deliver more personalized service.

Feature details

Administrators need configuration options to enable maximum agent productivity and minimize distractions. In this release, the enhancements to the timeline configuration include the ability to:

  • Select default filters to apply on the timeline.
  • Remove unnecessary filters.
  • Visually configure fields and labels on each record type.

Each instance of the timeline control can be configured independently.

See also

Configure mentions in notes and posts on timeline (docs)